Vanguard Wellington Fund Investor Shares (VWELX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with VWELX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to VWELX
VWELX charges 0.24% annually. There are 75 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | VWELX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | VWELX vs PALDX | |
| Vanguard Balanced Index Fund Institutional Shares | 0.04% | 64.10B | Dec 2000 | VWELX vs VBAIX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | VWELX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | VWELX vs VTMFX |
Best Risk-Adjusted Alternatives to VWELX
VWELX has a PortfoliosLab risk / return rank of 58. There are 268 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | VWELX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 97 | — | Dec 2002 | VWELX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | VWELX vs NWQIX | |
| Pioneer Balanced ESG Fund | 93 | — | Dec 1991 | VWELX vs AYBLX | |
| Victory Pioneer Balanced Fund Class A | 93 | — | Dec 1991 | VWELX vs AOBLX |
Top Performing VWELX Alternatives (YTD)
VWELX is at 5.78% YTD. There are 306 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 31.24%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 31.24% | — | Jan 1998 | VWELX vs EKBAX | |
| Greenspring Fund | 19.30% | — | Jun 1983 | VWELX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 19.20% | — | Aug 1998 | VWELX vs MHELX | |
| ICON Equity Income Fund | 18.43% | — | May 2004 | VWELX vs IOEZX | |
| Thornburg Investment Income Builder Fund Class I | 16.12% | — | Dec 2002 | VWELX vs TIBIX |
Lowest Volatility Alternatives to VWELX
VWELX has 9.03% 1-year volatility. There are 314 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.86%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.86% | — | Nov 2003 | VWELX vs STDAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.82% | — | Nov 2003 | VWELX vs SICIX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.87% | — | Apr 2012 | VWELX vs SCLAX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | VWELX vs AVEFX | |
| American Funds College 2027 Fund | 3.11% | — | Sep 2012 | VWELX vs CSTAX |
Lowest Drawdown Alternatives to VWELX
VWELX has a 1-year max drawdown of -6.78%. There are 330 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | VWELX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | VWELX vs SCLAX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | VWELX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | VWELX vs SICIX | |
| American Funds College 2027 Fund | -2.72% | — | Sep 2012 | VWELX vs CSTAX |
Other Mutual Funds from Vanguard
The 10 most viewed Vanguard mutual funds shown here include VTSAX, VFIAX, VTIAX and span 8 categories. AUM among these funds goes as high as $2T.
Often Compared With VWELX
Investors most often compare VWELX with VWINX, FBALX, VOO. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare VWELX with Any Fund or Stock
Compare VWELX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair VWELX with funds that move differently
Vanguard Wellington Fund Investor Shares alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to VWELX.
Explore VWELX Diversifiers